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Operations automation

Automate new supplier onboarding.

New suppliers are set up with the right details and checks, without chasing emails.

Free introductory call. Choose a time in Calendly.

AreaOperations
Tools to assessForms, Xero, Email

We confirm suitable connections, access and file hand-offs before agreeing a build.

Typical scopeProcess redesign or workflow build
Clerq offerWorkflow build · priced to scope

How it works

The workflow, step by step.

Generic description of how this kind of automation is usually built. Your version is scoped before we agree a build.

  1. Form sent to supplier
  2. Bank details verified by agreed process
  3. Record created in the ledger

Human review

Bank detail changes are always verified by a person.

Proof

Results.

Illustrative workflow recipe. Inputs, connections, review points and outputs are agreed for each build. This is not a customer case study.

Expected effort and savings depend on your volumes. Model yours in the ROI calculator.

Related automations

Questions

Asked before we start.

Can a UK SME automate new supplier onboarding?

Yes, where the process is repeatable and the data is in a system. New suppliers are set up with the right details and checks, without chasing emails. Bank detail changes are always verified by a person.

What does it cost to automate new supplier onboarding?

Each workflow is scoped and priced separately: £995 for a simple task with straightforward inputs, £1,500-£3,000 for a connected workflow, and an individual quote for bespoke work. The scope of this example must be confirmed before it is priced. The optional £499 assessment reviews one team and its systems. Software and ongoing support are agreed separately.

Which tools does it work with?

Forms, Xero, Email. We confirm suitable connections, access and file hand-offs before agreeing a build.

Next step

Let’s talk about your recurring work.

Choose a time in Calendly to discuss what keeps coming back onto your team’s desk. Any assessment or build is agreed separately.

Prefer email? stephen@aiclerq.com

Ask Clerq: scripted answers

What does it cost?

Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.

Where should I start?

Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.

Do you work with Xero / QuickBooks / Sage?

We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.

Is it safe? Who approves?

Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.

Is my business too small?

Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.